Chartered Wealth Management

T: 0203 972 6202
E: info@jgw.scot

Retirement Planning

Areas of advice

At Retirement Planning

The choices available to consumers are wide and varied and advice is essential at this key moment. The main choices for most people are:

Many of the options available once selected are irreversible such as the purchase of an annuity. Many people assume the only option is to purchase an annuity but on many occasions alternative solutions such as drawdown or flexible drawdown would be better.

Drawdown

– the funds are allowed to continue to grow leaving the fund intact. Income is provided by withdrawing an income, monthly, quarterly, half yearly or annually.

Annuities

– purchasing an annuity, which in itself has many choices -open Market Option, impaired annuities etc.

Investments
Pensions
ISAs
Inheritance Tax Planning
Equity Release
Protection

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